Total Financial Management, LLC
Total Financial Management, LLC (CRD# 287489) is a financial advisory firm headquartered in Poland, OH. They manage $59,015,230 in 211 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Total Financial Management, LLC
By the Numbers
-
Total Assets Under Management59MILLION
-
Total Number of Accounts211ACCOUNTS
-
Average Account Value$279,693
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, PA, TX
Financial Advisors at Total Financial Management, LLC
1
Joseph Depascale (CRD# 6768428) is an Investment Advisor Representative working at Total Financial Management, LLC in Poland, OH and has 1 year of experience in the finance industry.
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